Growth

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Economics

06SEP 2019

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

2019

MAY

15MAY 2019

Economics

Germany returns to growth

Domestic demand remains solid as the international outlook darkens.

08MAY 2019

Economics

Why a pick-up in UK growth may prove deceptive

Recent economic data from the UK has improved but signs are that this is due to stockpiling ahead of worries over potential Brexit disruption.

APRIL

30APR 2019

Economics

Eurozone growth rebounds as temporary headwinds fade

The latest GDP figures show that domestic demand has remained resilient.

10APR 2019

Economics

The coming squeeze on US profits

We see US profits falling 4% in 2020 as slower growth and higher wage costs hit companies’ profit margins. But we have modelled a range of alternatives - and charted the potential impact.

05APR 2019

Economics

Strong non-farm payrolls gets US job market back on track in March

US non-farm payroll gains came roaring back in March, confirming February’s weakness as a blip.

MARCH

21MAR 2019

Economics

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

FEBRUARY

27FEB 2019

Economics

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.